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Fulcrum Asset Management’s Bank OZK OZK Stock Holding History

Fulcrum Asset Management’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$234K Buy
+4,535
New +$221K 0.02% 374

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fulcrum Asset Management's OZK Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Bank OZK (OZK) in Q2 2026: 4,535 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

527 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • Fulcrum Asset Management held 4,535 shares of Bank OZK worth $234K as of Q2 2026.
  • Bank OZK was a new Fulcrum Asset Management position in Q2 2026.
  • Bank OZK made up 0.02% of Fulcrum Asset Management's portfolio in Q2 2026, its #374 holding.
  • 527 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.